Core Services

Phase I – The Current Situation

• Assessment, including financial
  
• Current valuation
  
• Identification of prospective buyers to interview in Phase II

Phase II – Market Input, Your Strategic Decisions

• Design of the interview questionnaire
  
• Interviews with key acquisition executives with 15-25 prospective buyers
  
• Analysis and presentation of interview data (profile of the attractive strategic acquisition candidate from the perspective of the marketplace)
  
• Comparison of this profile with the current strategic profile of your company
  
• Decisions regarding which strategic assets to acquire and/or enhance in order to approximate more closely the strategic profile desired by the marketplace

Phase III – The Plan to Implement and Track Your Strategic Decisions

• Design and implementation of a strategic plan that integrates the strategic decisions made in Phase II. This plan will include:
  
  1. Vision
  2. Mission
  3. Long-Range Goals
  4. Short-Term Objectives (next 12 months)
  5. Task Assignments (quarterly, with responsible parties and deadlines)
  6. Action Items (What do we do Tuesday?)
  
  
• Quarterly follow-up sessions to track progress against plan and, if progress is lagging in one or more areas, development of a plan to catch up

Phase IV – Assistance with the Acquisition Process

• Advice and assistance with selecting the professional team, including:
  
  
  1. Merger & Acquisition (M&A) Broker
  2. M&A Attorney
  3. M&A CPA
  4. Other(s) as appropriate
  
  
• Liaison with the professional team on all aspects of the sale process, including:

  1. Identification of prospective buyers and categories of buyers (including those identified in Phase II)
  2. Development of the non-confidential memorandum to be delivered to a broad spectrum of prospective buyers
  3. Analysis of responses
  4. Development of the confidential memorandum to be delivered (under protection of a non-disclosure agreement) to the most promising prospective buyers
  5. Collection and presentation of financial information for key prospective buyers
  6. Solicitation, collection and analysis of financial information from prospective buyers
  7. Development of the final “short list” of prospective buyers
  8. Establishment of an “auction” environment among those on the short list
  9. Negotiations
  10. Formal sale contract
  11. Other aspects of the sale process as appropriate
  

FASTLINK to Phase I Instruction Manual

FASTLINK to Phase IV Fee Structure

 

 

 

 

 

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